The Outstanding Shift
Latest Episodes
Staying Relevant in the Age of AI with David Evans and RJ Malyk (Ep. 9)
Technology is advancing at lightning speed, leaving many professionals wondering how to adapt and thrive.In this episode, Andrew Evans is joined by his brother David Evans and producer RJ Malyk for a candid discussion on AI, resilience, and finding new w
Building Trust and Flexibility in Business Development with Pamela Mule (Ep. 8)
Business development is often about numbers, but at its core, its about relationships, transparency, and growth.In this episode, Andrew Evans talks with Pamela Mule, VP of Business Development at J.W. Cole about her journey from compliance to leading re
Building Representation and Openness in Financial Services with Melissa Reaktenwalt (Ep. 7)
Representation in financial services isnt just about numbers. Its about visibility, mentorship, and meaningful change.In this episode, Andrew Evans talks with Melissa Reaktenwalt, MBA, CSRIC, AIF, Founder and CEO of EViE Financial Group, about her mis
From WealthTech Chaos to Clarity with Larry Shumbres (Ep. 6)
The WealthTech space is bursting with options, but more choices dont always mean better solutions.Why are so many firms building one-off tools without considering the full advisor experience? And how can entrepreneurs design, grow, and even sell compani
Practical AI for Real-World Use with David Evans (Ep. 5)
What does artificial intelligence really mean for industries like finance, and why do so many get it wrong?In this episode of The Outstanding Shift, Andrew Evans sits down with his brother, David Evans, Senior Machine Learning Model Developer at Duolingo
Why Gen Z Thinks Finance Needs a Makeover with Caileigh Carfang & Drew Keesee (Ep. 4)
What happens when you ask Gen Z why the financial advisory industry sucks?You get the truth, and it’s exactly what the industry needs to hear.How do younger professionals really view financial advisors? What are they craving in a workplace, and w
Building a Future-Ready Firm and Living with Curiosity with Frances Toler (Ep. 3)
What does it take to build a financial practice that thrives beyond your own career and still leaves you time to pursue passions?In this episode of The Outstanding Shift, Andrew Evans sits down with Frances Toler of Toler Financial to discuss intentional
Lindsay Evans on Building Products People Actually Want (Ep. 2)
Do your products solve real problems or are they just shiny distractions?Lindsay Grace Evans, VP of Product at Kare Technologies, joins her husband and host Andrew Evans to unpack what it takes to create meaningful products and services.They explore how
Redefining Financial Services with Andrew Evans (Ep. 1)
Is your firm doing too much and delivering too little?In this first episode, Andrew Evans kicks off The Outstanding Shift by sharing his refreshingly honest views on the financial services industry, his bold approach to building Rossby Financial, and the
The Outstanding Shift Coming Soon
Welcome to The Outstanding Shift with Andrew Evans from Rossby Financial. In this podcast, we help financial professionals cut through the noise, ditch outdated thinking, and rediscover the joy in the





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